Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
AMICUS Wealth Partners was founded with the goal of partnering with you to grow, protect and transfer your wealth. Amicus is Latin for friendly, easy going, and that’s what you can expect to find with us. With a desire to get to know you and what you value, we aim to help you determine what’s in your best interest then guide you down that path. We are partners in your future to help your dreams become reality.
We encourage you to explore our site and learn about services we provide. Please send us any questions you have. We look forward to hearing from you.
